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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,111 | $72,486+174.7% | $87,103+128.6% | $72,976+172.8% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.1pp |
| Annual return | 22.56% | 24.46%-1.9pp | 28.19%-5.6pp | 81.02%-58.5pp |
| Employer contribution / active EE | $96 | $1,894-94.9% | $2,521-96.2% | $2,440-96.1% |
| Participant deferral / active EE | $2,416 | $3,270-26.1% | $4,049-40.3% | $3,608-33.0% |
| Admin fee / account holder | $1,703 | $5,055-66.3% | $7,491-77.3% | $5,124-66.8% |